Integrations

ARPilot + DocuSign

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Overview — How ARPilot and DocuSign Work Together

The integration between ARPilot and DocuSign creates a robust solution for businesses aiming to optimize their accounts receivable processes. By leveraging DocuSign's leading e-signature capabilities, ARPilot enhances the automation of credit application workflows, payment plan agreements, and dispute resolutions. This collaboration ensures that businesses can easily collect signed documents and have them automatically processed in their accounting systems like QuickBooks, NetSuite, or Xero, all while maintaining a transparent audit trail.

What the Integration Does (Data Synced, Automations Triggered)

The ARPilot-DocuSign integration automates the flow of e-signature documents directly into your AR workflows. When a document is signed within DocuSign, such as a credit application or payment plan agreement, it automatically syncs with ARPilot. This triggers various automations, including updating the customer's status, generating reminders for outstanding invoices, and incorporating completed agreement webhooks into your accounting system. The integration ensures that envelope statuses are constantly updated, providing real-time visibility into where your documents stand in the signing process. Audit trails are meticulously tracked, ensuring compliance and easy access to historical data.

Step-by-Step: Getting Set Up

  • Connect DocuSign to ARPilot: Begin by linking your DocuSign account with ARPilot through the integrations dashboard. This secure connection ensures seamless data exchange between the platforms.
  • Configure E-Signature Workflows: Define your e-signature workflows within ARPilot to align with your existing AR processes. Customize templates and set up triggers for automations based on document completion.
  • Sync Document Templates: Import your DocuSign templates into ARPilot. This allows you to manage and deploy them directly from the ARPilot interface, maintaining consistency across all documents.
  • Automate Notifications and Reminders: Set up automated notifications and reminders for both internal teams and clients regarding pending signatures or next steps in the AR workflow.
  • Monitor and Analyze: Utilize ARPilot's dashboard to monitor document statuses and analyze the impact of the integration on your DSO and overall cash flow efficiency.
  • Key Benefits

    ARPilot's DocuSign integration offers significant advantages for businesses looking to enhance their accounts receivable operations. By automating e-signature workflows and document management, companies can expect a 20-40% reduction in DSO within 90 days. The integration eliminates manual data entry and minimizes errors, allowing AR teams to focus on strategic activities rather than administrative tasks. With per-invoice pricing and no need for workflow changes, the integration pays for itself, offering a seamless experience that preserves existing processes while enhancing efficiency.

    FAQ

    How does ARPilot's integration with DocuSign reduce manual work?

    The integration automates the syncing of signed documents from DocuSign into ARPilot, triggering automated reminders and updates in your accounting system, eliminating the need for manual data entry.

    What types of documents can be managed through this integration?

    You can manage credit applications, payment plan agreements, and dispute resolutions, among other AR-related documents, through the ARPilot-DocuSign integration.

    Is it necessary to change my existing AR workflows to use this integration?

    No, ARPilot integrates with your existing accounting systems like QuickBooks, NetSuite, or Xero, allowing you to maintain your current workflows while enhancing them with automated e-signature processes.

    How quickly can I expect to see a reduction in DSO?

    Most customers experience a 20-40% reduction in DSO within 90 days of implementing the ARPilot-DocuSign integration, thanks to streamlined processes and enhanced efficiency.

    Does the integration support audit trail tracking?

    Yes, the integration ensures complete audit trail tracking for all documents processed through DocuSign, providing transparency and compliance with industry standards.

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